Course Lessons

Two parts

  • 1

    Welcome!

    • WELCOME TO ETHICS FOR INSURANCE BROKERS

  • 2

    Ethics for Insurance Brokers

    • BEST VIEWED IN FULL SCREEN

    • HOW TO COMPLETE THIS COURSE

    • THIS ISN'T A LECTURE

    • THE BENEFITS OF CONTEMPLATING OUR BELIEFS

    • THE NEED FOR HIGH STANDARDS IN THE INSURANCE INDUSTRY

    • GOAL

    • CHALLENGES IN DEFINING ETHICS

    • DEFINITION OF ETHICS

    • FOUR TOPICS

    • BELIEFS AND LAWS

    • MORALS VS ETHICS

    • MORALS VS ETHICS EXAMPLE

    • RULES, REGULATIONS AND REPERCUSSIONS

    • SOME CHOICES ARE EASY AND OTHERS LESS OBVIOUS

    • A CLIENT FIRST APPROACH

    • MOTHER TEST

    • OUR ETHICS ARE DEFINED IN OUR ACTIONS

    • LEADERSHIP AND INDIVIDUAL ACCOUNTABILITY

    • RISK FACTORS

    • HOW DO WE MITIGATE THE RISK OF MAKING POOR CHOICES?

    • LACK OF A LONG TERM PLAN

    • EMOTIONAL DECISION MAKING

    • THE FEAR OF SPEAKING UP

    • CULTURE OF ETHICS

    • TRUST

    • BREACH OF TRUST

    • PERCEPTIONS IS EVERYTHING

    • CONFIDENTIALITY

    • CASE STUDY ON TAKING ADVANTAGE OF CLIENTS

    • THE STORY

    • COURT DECISION

    • RIBO ON DISCLOSURE/NON DISCLOSURE

    • FINE PRINT AND CLIENT FRAUD

    • SIX EXAMPLES

    • 1/6

    • 2/6

    • 3/6

    • 4/6

    • 5/6

    • 6/6

    • CONSEQUENCES OF AN ETHICAL BREACH

    • CONCLUSION OF CONTENT